User Permissions FAQ

New users are created via resource creation, as every user must be linked to at least one resource. To create a user:

1. Go to TEAMS.
2. Select the team to which you want to add the new resource that is linked to the new user.
3. Click New > Resource.
4. Enter a Name for the resource. This will also be the name of the user.
5. Enter an Email for the resource. This will also be the email address of the user.
6. Check Allow login.
7. Click Save.

The user has now been created along with the resource. An e-mail invitation will be sent to the specified address for the user to set up a password.

Note: Users are still managed by system users under System Settings > ADMINISTRATE > Users, but they cannot be created there anymore.

For Planforge Cloud, please note that you don’t need to add the site name (e.g. @test.at) to the resource’s name when creating it. The site name is only required when logging into Planforge.

1. As a system user, go to System Settings > ADMINISTRATE > Users.
2. Double click the Administrator user.
3. In the dialog that opens you can change the Administrator’s details.

To assign resources to a project, you need to have both:

• The Manage right for the project.
• The Assign to project right for the resource/team

If you don’t have the required roles that grant you these rights, you can ask administrators for either of these business objects to grant you these roles. Alternatively, you can use the Resource Assignment Approval workflow to have a resource assigned to a project. This workflow has to be activated in the system settings by a system user.

The main function of access levels is to work in combination with the Tools section of the system settings to control which tools users can see in the user interface of Planforge. What resources can and can’t do in these tools is then separately governed by roles and rights.

The access level System is an exception. It turns a user into a system user. Only system users can access and change the system settings.

System users can change the sender address under System Settings > ADMINISTRATE > Settings > Notification > Notification sender e-mail.

Resources displayed in grey are part of the project team and have been granted this role for the project automatically because of this. To remove such a resource’s role, you need to remove the resource from the project team.

This is likely because no resources have been added to the project team yet.

To assign them, in the project go to Properties > Project Charter > Project Team.

The tool group CUSTOMERS is hidden to everyone but system users by default. System users can make it visible to other access levels by going to System Settings > CUSTOMIZE > Tools.

Before you can add or import customers, you need to set up the permissions to do so:

1. As a system user, go to CUSTOMERS.
2. Make sure no existing customer is selected. (You may need to reload the page if one is selected.)
3. Click Properties.
4. Grant a role that has the Manage right to the resource(s) you want to be able to create new customers.
5. Click OK.

That resource can then create and import new customers as usual.

System users can change which tools are visible to which access levels under System Settings > CUSTOMIZE > Tools.